William Splawn is a financial advisor with OSAIC Wealth, Inc. in Katy, TX, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His work history includes roles at Royal Alliance Associates, Lone Star Health Plans, and ownership of Splawn and Associates since 1979. Outside of advisory services, he is involved in employee benefits consulting and insurance brokerage through related businesses. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients with integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and offers access to various investment products and third-party managed solutions across multiple platforms.

Benjamin Canfield is a financial advisor at Edward Jones in Houston, TX, with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. He is a partner in Canfield Partners LLC and Canfield Krampitz Partners, LLC, both partnerships established to fund passive investment opportunities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Peter Horton is a CFP® with 16 years of industry experience, currently advising clients at Ameriprise Financial Services LLC. His prior experience includes roles at Wells Fargo Clearing Services LLC and Edward Jones. Horton serves on the Board of Directors for The Harris School Board in Houston, Texas. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research and modeling with tax-efficient strategies to provide tailored recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Robert Gardner III is a financial advisor with Wells Fargo Clearing in Houston, TX, holding CFP® and ChFC® designations and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2014 to 2016. Outside of his advisory role, he serves as a co-independent executor and co-trustee for his father's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Maxwell III is a financial advisor with RBC Capital Markets in Houston, TX, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. Maxwell serves on the Hedwig Village Pension Advisory Board, advising the city council on pension options for city employees. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Kent Beard is a financial advisor with Edward Jones in Fulshear, TX, holding Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Cheryl Peschke is a financial advisor with Raymond James & Associates in Houston, TX, holding a Series 63 designation and with 36 years of industry experience. She has been with Raymond James for 15 years. Outside of her advisory role, she owns a personal farm where she leases land for cattle grazing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a broad range of portfolio management styles.

Hal Finberg is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has previously worked at Bank of America and Merrill, with a combined tenure of nearly three decades across these firms. Outside of his advisory role, he is a co-owner of Prison Break Tattoos, a tattoo shop in Houston. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Jerred Crumley is a CFP® with 18 years of industry experience and has been with Robert W. Baird & Co. for 13 years. He is based in Houston - Memorial City, TX, and holds the Series 66 designation. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a variety of investment programs, utilizing internal research and tools including artificial intelligence to support client advisory services.

Asheet Yagnik is a financial advisor with Wells Fargo Clearing in Sugar Land, TX, holding a Series 63 designation and 31 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he has ownership interests in a hotel business in Lafayette, LA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Nicholas Arevalo is a financial advisor with Equitable Advisors in Richmond, TX, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Paula Wise Hansen is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm uses structured planning tools and broad investment resources while managing approximately $2.74 trillion in client assets.

Deborah Kerr is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with Primerica Advisors since 2016 and previously spent four years with the Katy Independent School District. Outside of advising, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Kimberly Ferrin is a financial advisor at Morgan Stanley with 34 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1993. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Minh Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012 in various roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carrie Short is a Senior Financial Advisor with Merrill Lynch Wealth Management. She initially joined the firm in 2006 after earning a bachelor's degree from Texas A&M University. After working as a Client Associate for eight years, she stepped away to spend time with her family before returning in 2016 to assume the role of Financial Advisor with the RG Group. In her current role as the team's relationship manager, Carrie works closely with clients to understand their needs and goals and to build stronger client relationships. Carrie's areas of focus include college education planning, family wealth management strategies, managing new wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and is a member of the professional organization Gamma Phi Beta. Additionally, she serves as Vice President of the Parent Teacher Organization and is involved in community activities related to her son's school. Outside of work, Carrie enjoys traveling, cooking, and spending time with her family. She resides in the Garden Oaks area with her husband Preston and their son.

James Bradley is a CFP® professional with 15 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. His work history includes roles at Cambridge Investment Research, Inc. and Bradley Wealth Advisors, LLC. In addition to his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing various custodial platforms and proprietary and third-party model strategies.

Kenzie Conway is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial in Houston, TX. Her prior work includes roles at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., Amegy Bank, and Capital Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Kalidou Bocoum is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2019. Prior to his career in finance, he spent nine years at Domino's. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Chloe Mullins is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles, including positions at the University of Houston Department of Communication Sciences and the UH Wellness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.